RightCapital updates
RightCapital updates
www.rightcapital.com

Restrict clients from editing profile data

 

New

 

 

We've added a new client access setting that allows you to restrict clients from editing information in the Profile cards. If this setting is changed, clients can still see all of the details in Profile cards and can still link accounts using account aggregation on the Net Worth screen. Go to the 'Client Access' tab to adjust this setting.